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Disclosery

MORGAN STANLEY: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on SPY, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 32,285,648 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,285,648 shares
    Change vs previous 13F -8,217,082 shares

    1.28% of the 13F portfolio, value $24,109,956,453.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,502,730 shares
    Change vs previous 13F +11,178,224 shares

    1.59% of the 13F portfolio, value $26,340,547,800.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 29,324,506 shares
    Change vs previous 13F -11,330,026 shares

    1.19% of the 13F portfolio, value $19,996,969,643.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 40,654,532 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $27,083,239,153.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).